Experience the Shareholder advantage.

Being a shareholder of National Advisors Holdings, Inc. lets you benefit from our reputation and mission. It helps set you apart from your competitors, provides value to your clients, and supports your business model.

Shareholders enjoy a multitude of benefits, including:


Join an exclusive, national network of trusted advisors to promote and participate in joint opportunities for practice management, training, education, succession planning, product distribution and buying power. This includes eligibility to attend our annual Advisors Networking Event, a large study group sponsored by the Advisory Council to discuss industry topics and receive education on strategic wealth management issues.


Added Value

Our hand-picked team of trust and wealth management experts is able to combine the best practices of trust department and custody providers nationwide. This depth of experience and knowledge serves to enhance solutions for your clients.


National Advisors was created by advisors, for advisors and we maintain that model today. As a fiduciary, you can demonstrate your commitment to act in the best interests of your client by becoming an investor in National Advisors Holdings, Inc. Shareholders have a unique opportunity to serve as a Director of the company, participate in the Advisory Council and influence the strategy and direction of the company, providing greater transparency into our operations and performance.

Client Service

You and your clients are our first priority. We provide you access to conflict-free, comprehensive trust and custody services to fulfill your clients’ needs. We will partner with you every step of the way to meet and exceed your expectations.


Ensuring that our capabilities and services keep pace with industry and regulatory requirements is always top of mind.  We reinvest in the company to keep up with advisors’ evolving business needs.

Partner with Us

We’re ready to listen.

We’re here to help Trusted Advisors better serve those they advise and build stronger, more meaningful relationships.

All questions regarding Investor Relations are in association with National Advisors Holdings, Inc. Therefore, please direct your questions via email to our corporate staff at the email below.